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Webster Financial

449 hedge funds and large institutions have $8.31B invested in Webster Financial in 2022 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 202 increasing their positions, 47 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

522% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 27

330% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 47

159% more call options, than puts

Call options by funds: $7.06M | Put options by funds: $2.72M

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

71% more capital invested

Capital invested by funds: $4.87B → $8.31B (+$3.44B)

43% more funds holding

Funds holding: 313449 (+136)

11.27% less ownership

Funds ownership: 96.6%85.34% (-11%)

Holders
449
Holders Change
+136
Holders Change %
+43.45%
% of All Funds
7.08%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
168
Increased
202
Reduced
47
Closed
27
Calls
$7.06M
Puts
$2.72M
Net Calls
+$4.34M
Net Calls Change
+$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
401
Mascoma Wealth Management
New Hampshire
$23K
JGIA
402
Jackson Grant Investment Advisers
Connecticut
$22K +$23.7K +400 New
FPS
403
Fieldpoint Private Securities
Connecticut
$20K +$20.8K +350 +3,500%
SWM
404
Spire Wealth Management
Virginia
$19K +$20.1K +339 New
GAM
405
Gemmer Asset Management
California
$18K +$8.9K +150 +87%
TAM
406
Tucker Asset Management
Colorado
$16.8K
AF
407
Allworth Financial
California
$14K +$1.13K +19 +8%
EWA
408
EverSource Wealth Advisors
Alabama
$14K +$13.3K +224 +896%
PCM
409
Peregrine Capital Management
Minnesota
$12K
FWM
410
Focused Wealth Management
New York
$12K +$12.2K +205 New
STCOSD
411
Sageworth Trust Company of South Dakota
South Dakota
$11K -$6.89K -116 -37%
LC
412
Lindbrook Capital
California
$10K +$5.52K +93 +104%
UB
413
UMB Bank
Missouri
$9K +$5.82K +98 +144%
LWA
414
Lenox Wealth Advisors
New York
$9K +$9.79K +165 +825%
PFBT
415
Parkside Financial Bank & Trust
Missouri
$8K +$7.54K +127 +577%
CTC
416
Central Trust Company
Missouri
$8K +$8.9K +150 New
PWMG
417
Prestige Wealth Management Group
New Jersey
$8K +$8.9K +150 New
PCH
418
Polar Capital Holdings
United Kingdom
$7.86K -$378K -6,367 -4%
PP
419
PFS Partners
New Jersey
$7.75K +$8.19K +138 New
HCM
420
Highlander Capital Management
New Jersey
$7K
NC
421
NewSquare Capital
Pennsylvania
$7K +$1.48K +25 +25%
JWA
422
JFS Wealth Advisors
Pennsylvania
$7K +$5.28K +89 +307%
TIM
423
Tortoise Investment Management
New York
$6K
ED
424
Exane Derivatives
France
$5.56K +$5.88K +99 New
FAG
425
Fortitude Advisory Group
Washington
$5K

WBS Hedge Fund Activity: Q1 2022 in Review

449 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q1 2022, worth a combined $8.31B — up 71% from $4.87B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new WBS positions and 27 closed out — a net gain of 141 holders — while 202 added to existing stakes and 47 trimmed.

The largest buyer was BlackRock, adding an estimated $550M. The largest seller was T. Rowe Price Associates, cutting an estimated $183M.

  • 449 institutional investors held Webster Financial (WBS) as of Q1 2022, up from 313 in Q4 2021.
  • Funds reported $8.31B of Webster Financial stock for Q1 2022, up 71% quarter-over-quarter.
  • 168 funds opened new Webster Financial positions in Q1 2022 and 27 closed out, a net change of +141 holders.
  • The largest Webster Financial buyer in Q1 2022 was BlackRock, an estimated $550M added.
  • The largest Webster Financial seller in Q1 2022 was T. Rowe Price Associates, an estimated $183M sold.

Based on aggregated 13F filings for Q1 2022.